COBBLESTONE SOFTWARE
Contract Insight — User Guide
Configuration and Data Migration Scripts
03. Admin User Manual › Account Maintenance › Configuration and Data Migration Scripts
Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.
1. Overview
Data Import is the modern, in-application replacement for one-off migration scripts: an administrator builds a reusable CSV import template against any table (built-in or custom), maps file columns to fields, and chooses Insert/update or Update-only mode, with 136 templates already saved in this QA environment for tables ranging from tblContracts to custom sub-tables.
2. Key Elements
- Administration → Data Import: "Add template" targets any table, then "Map fields" ties CSV columns to record fields
- Each template records its target table, mode (Insert/update or Update-only), creation date and creator, and can be reused for repeat migrations
- Rows carrying a condition field update matching records; other rows insert as new — the same logic a migration script would implement by hand
- An Import history view tracks past runs; a companion Bulk Import Attachments screen handles file-only migrations onto existing records
3. Quick Reference Summary
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